Ibovespa surpasses 150,000 points with a gain of 0.61%

The Financial Market Brazilians are experiencing a significant moment with the recent closing of the Ibovespa above the 150,000-point mark.

This remarkable performance, recorded on November 3, 2025, reflects a robust recovery driven by changes in US monetary policy and optimism surrounding the local economy.

In this article, we will explore the factors that contributed to this increase, expectations regarding the Selic rate, and the positive impact on the financial and commodities sectors, as well as discuss future prospects for the index in 2026.

Ibovespa closing price on November 3, 2025

The Ibovespa closed up 0.61% on the day. November 3, 2025, surpassing the mark of 150,000 points and accumulating 25% appreciation during the year, as reported by G1.

The index closed the trading session at 150,454 points, renewing records and surpassing an important psychological milestone.

The market recovery is evident and is accompanied by a significant increase in investments in variable income.

Driven by interest rate cuts by the Federal Reserve in the United States and with expectations of a reduction in the Selic rate, the financial and commodities sectors stand out as the engines of this growth.

The rise in the Ibovespa not only stimulates the stock market, but also has the potential to generate jobs and increase tax revenue.

The optimistic expectation is that the index will continue its climb, potentially reaching 170,000 points next year, depending on future economic decisions by the Fed and Brazil.

Federal Reserve monetary policy and Selic rate

The interest rate cuts implemented by the Federal Reserve in 2025 have had a significant impact on capital flows to emerging markets, including Brazil.

This movement can be interpreted in part as a response to the search for higher returns by international investors in the face of a lower interest rate environment in the United States.

The reduction of rates by the Fed, such as mentioned hereFor the range of 3,75% to 4% per year, this makes emerging markets more attractive, as they offer relatively higher returns.

This boosted the Ibovespa, which rose 0.61% on November 3rd alone, reflecting the increased risk appetite of global investors.

Meanwhile, the Selic rate remains at 15%, creating an attractive environment for both local and foreign investors.

With expectations of future cuts, driven by economic stability, investors are speculating about a possible reduction in the cost of capital.

"According to Ana Silva, chief economist at Banco X, with the Selic rate stable and a potential cut, the appreciation of the Brazilian market becomes a real possibility."

Maintaining the Selic rate at such a high level ensures attractiveness, increasing interest in variable income assets such as stocks, when expectations of rate cuts become plausible, as pointed out in... Focus Bulletin from the Central Bank of Brazil.

Strength of the financial and commodities sectors

O strong performance The performance of the financial and commodities sectors boosted the Ibovespa throughout 2025, contributing to the index's significant increase.

Shares of banks, mining companies, and oil companies registered significant gains, reflecting in the appreciation of the stock market.

Among the companies that stood out, we can mention:

• Petrobras
• OK
• Itaú

A resilience of these sectors It boosted investor confidence and motivated an increasing allocation of capital to stocks.

While the financial sector benefits from solid profit margins and an optimistic outlook for the domestic economy, commodity exporters such as iron ore and oil are showing profits. substantial due to the recovery of prices in the global market.

These combined factors symbolize a turnaround for the Brazilian stock market, with expectations of further gains on the horizon.

Significance of the 150,000-point milestone

The brand of 150,000 points in the Ibovespa it carries significant symbolic weight, serving as a trigger of confidence for investors.

Experts point out that this level triggers a feeling of optimism, especially in a scenario of economic recovery, where many previously hesitant investors are considering increasing their investments in stocks.

The increase in interest rates in the United States was recently adjusted by the Federal Reserve, according to... detailed by Forbes., creating favorable conditions for the Brazilian domestic market.

This context aligns with the maintenance of the Selic rate, which remains at 15%, intensifying the search for profitability in variable income investments.

Global economic transitions and monetary policy expectations have the potential to further drive the shift towards equity investments, strengthening the economic momentum already observed.

Effects on jobs and tax revenue

The Ibovespa's advance in 2025, reaching the mark of 150,000 pointsThis boosts job creation and tax revenue in Brazil.

Companies listed on the stock exchange are more capitalized through investments in variable income.

This allows them to expand their operations, create new jobs, and invest in innovative services.

For example, the commodities sector, which had remarkable appreciation This year, it has had a significant impact on the economy, reflected in increased job opportunities and improved wage conditions for workers.

These changes generate a more solid growth cycle, further stimulating the national economy.

Furthermore, the higher profitability of listed companies implies an increase in tax revenue, since the government collects more taxes on growing profits.

The positive impact of increased formal employment and tax revenue can be seen in the following comparative table:

With these structural changes, the growth of the Ibovespa not only stimulates investor confidence but also boosts economic activity in general, increasing... significantly the country's tax revenue.

Outlook for 2026

The outlook for the Ibovespa in 2026 is optimistic, with the possibility of the index reaching... 170,000 points or more.

Such progress may be due to future interest rate cuts, especially with the expectation that the Copom Reduce the Selic rate as early as the first quarter of 2026, boosting the domestic economy.

Furthermore, domestic economic reforms could further strengthen the country's position by improving the business environment.

Foreign capital flows should continue to direct investments towards the Brazilian stock exchange, given the increasing attractiveness of the market.

Trust Renewed ambitions play a crucial role in times of optimism.

With a favorable economic environment, the strength of the Ibovespa could surprise investors and solidify Brazil as an attractive investment destination on the global stage.

This is the turning point for the economy that could mark a new cycle of prosperity for the country.

Invest in the future..

In summaryThe Ibovespa, by surpassing 150,000 points, signals potential economic growth, with optimistic prospects for the coming year, which could generate more jobs and increase tax revenue.

Attention remains focused on the Fed's decisions and the Brazilian economy.